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INVESTOR FAN
425-372-7517
SEC #801-111660Total AUM
$787.4M
Employees
18Clients
887Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7-4
Monday - Friday
Monday - Friday
Phone
425-372-7517
Other Offices
14
Financials
Total AUM
$787.4M
Accounts
2,236Discretionary
$787.4M
Accounts
2,236Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
639AUM
$213.5M
HNW Individual Clients
235AUM
$571.9M
Charitable Organization Clients
7AUM
$1.5M
Corporation or Business Clients
6AUM
$537.1K
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAGAHIIDINLAMTNVNYORPATXUTVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.